Visit Outcome helps RouteIQ users record custom post-visit information directly from within the RouteIQ app, without switching to Zoho CRM. Admins can configure CRM fields to appear in the Visit Outcome form during check-in or check-out. Visit Outcome lets RouteIQ users capture custom visit details inside the app (optional or required) shown at check-in/out, saving time and improving data accuracy. These fields can also be made mandatory, ensuring key details are always captured before a stop is completed. This streamlines data collection, improves accuracy, and saves time for field reps and managers. Here is how you can set up Visit Outcome for your organization.

Note: It is currently only available in the Professional Plan of RouteIQ

How to set up the Visit Outcome feature

1. Go to Settings → Visit Outcome.



2. Turn on the "Enable Visit Outcome" toggle.



3. Click Configure to open the list of available CRM fields.

Note: By default, the Visit Outcome form will be displayed on Check-Out. If you want the form to be displayed on check-in instead, you can check the "Open Visit Outcome form on stop check-in" field, the form will be displayed upon check-in

5. Hover over a field to mark it as Mandatory (red asterisk).

7. Click "Apply". You have now enabled the "Visit Outcome" feature for your organization.

Note: Visit Outcome feature can only be enabled if you have integrated the Meetings module. If you disintegrate the Meetings module from your organization, Visit Outcome will also get automatically disabled.

 To help your agent learn how to fill out the visit outcome form before getting to check-out, refer to this help doc on Visit Outcome (Mobile)